Denver Retreat 2022
Art and Mini Golf

by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts

Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...

Denver Retreat 2022
Chopped

by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts

Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...

Drinks Well with Operations (E8)
What Sets Us Apart

by Jennifer Burton | Jul 15, 2022 | Jen, Kaitlyn, Podcasts

Bud Light in hand, the Ops Team returns for their first in-person podcast to discuss personalized customer service and what sets us...

A Mile High and
an Inch Apart

by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina

The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...

Drinks Well with Operations (E7)
Customer Service

by Kaitlyn Humphries | Jun 10, 2022 | Kaitlyn, Podcasts

Kaitlyn, Kayla, and Evan discuss one of, if not the single most important element of any business, especially its Ops Team, customer...

Drinks Well with Operations (E6)
Client Portal

by Kaitlyn Humphries | Apr 29, 2022 | Jen, Kaitlyn, Podcasts

Ops is back with another episode of Drinks Well with Operations to discuss the financial planning tools inside our investor...